Institutional Ownership Spdr S&P 400 Mid Cap Value ETF (MDYV)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Value ETF (MDYV). We have compiled data on the 397 institutions that hold shares in the stock, with a total of 29.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
6,357,716
shares
|
$523 Million
1.1% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,340,930
shares
|
$110 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,110,334
shares
|
$91.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
810,809
shares
|
$66.7 Million
0.2% of portfolio
|
Q4 2024
Added 39.45%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
694,697
shares
|
$57.1 Million
4.5% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
674,495
shares
|
$55.5 Million
0.06% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
570,423
shares
|
$46.9 Million
3.84% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
565,845
shares
|
$46.5 Million
0.26% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
550,270
shares
|
$45.3 Million
0.14% of portfolio
|
Q2 2023
Added 2.73%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
503,066
shares
|
$41.4 Million
3.51% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
495,640
shares
|
$40.8 Million
0.38% of portfolio
|
Q4 2024
Added 21.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
480,211
shares
|
$39.5 Million
0.01% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
477,606
shares
|
$39.3 Million
0.0% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
474,303
shares
|
$39 Million
0.09% of portfolio
|
Q4 2024
Reduced 98.74%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
470,855
shares
|
$38.7 Million
0.56% of portfolio
|
Q3 2024
Added 2202.92%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
440,259
shares
|
$36.2 Million
0.56% of portfolio
|
Q2 2024
Reduced 32.94%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
381,010
shares
|
$31.3 Million
3.07% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
357,674
shares
|
$29.4 Million
1.09% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
349,870
shares
|
$28.8 Million
7.9% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
343,576
shares
|
$28.3 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
338,411
shares
|
$27.8 Million
0.98% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
291,485
shares
|
$24 Million
0.23% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
277,358
shares
|
$22.8 Million
1.78% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
273,646
shares
|
$22.5 Million
1.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
265,612
shares
|
$21.8 Million
4.25% of portfolio
|
Q4 2024
Added 6.26%
|